Purchases and Sales Made in Q2 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 2022. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.95K- 9.57% |
$726K - $883K
|
46.8K
$9.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5K- 6.48% |
$734K - $892K
|
72.2K
$14.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.03K- 29.32% |
$737K - $896K
|
12.1K
$2.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.04K- 25.02% |
$739K - $898K
|
15.1K
$2.99M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-5.16K- 1.26% |
$756K - $919K
|
404K
$80.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-5.28K- 62.21% |
$774K - $940K
|
3.21K
$635K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.32K- 95.92% |
$780K - $948K
|
226
$44.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-5.47K- 51.15% |
$802K - $974K
|
5.22K
$1.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-5.57K- 13.49% |
$817K - $993K
|
35.7K
$7.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.7K- 58.12% |
$835K - $1.02M
|
4.1K
$813K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.78K- 72.82% |
$848K - $1.03M
|
2.16K
$428K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5.85K- 17.53% |
$858K - $1.04M
|
27.5K
$5.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-5.94K- 2.44% |
$871K - $1.06M
|
238K
$47.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5.95K- 28.77% |
$873K - $1.06M
|
14.7K
$2.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.06K- 16.75% |
$889K - $1.08M
|
30.1K
$5.97M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-6.08K- 15.65% |
$892K - $1.08M
|
32.8K
$6.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-6.32K- 23.95% |
$927K - $1.13M
|
20.1K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.59K- 29.13% |
$967K - $1.17M
|
16K
$3.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-6.9KClosed |
$1.01M - $1.23M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.93K- 77.92% |
$1.02M - $1.23M
|
1.96K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.02K- 11.01% |
$1.03M - $1.25M
|
56.7K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.08K- 0.8% |
$1.04M - $1.26M
|
879K
$174M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.78K- 24.18% |
$1.14M - $1.39M
|
24.4K
$4.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.79K- 3.83% |
$1.14M - $1.39M
|
196K
$38.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.96K- 3.57% |
$1.17M - $1.42M
|
215K
$42.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.23K- 5.22% |
$1.21M - $1.47M
|
150K
$29.6M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.23K- 5.22% |
$1.21M - $1.47M
|
150K
$29.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.23K- 6.2% |
$1.21M - $1.47M
|
124K
$24.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.29KClosed |
$1.22M - $1.48M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.45KClosed |
$1.24M - $1.51M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.48K- 69.8% |
$1.24M - $1.51M
|
3.67K
$727K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-8.63KClosed |
$1.27M - $1.54M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.86K- 46.51% |
$1.3M - $1.58M
|
10.2K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.88K- 4.57% |
$1.3M - $1.58M
|
185K
$36.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.14K- 4.28% |
$1.34M - $1.63M
|
204K
$40.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.33K- 7.22% |
$1.37M - $1.66M
|
120K
$23.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-9.36K- 8.5% |
$1.37M - $1.67M
|
101K
$20M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.46K- 15.86% |
$1.39M - $1.69M
|
50.2K
$9.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-9.68K- 6.91% |
$1.42M - $1.73M
|
130K
$25.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.75K- 61.24% |
$1.43M - $1.74M
|
6.17K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-9.99K- 27.73% |
$1.47M - $1.78M
|
26K
$5.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-10.2K- 89.67% |
$1.5M - $1.82M
|
1.18K
$233K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10.8K- 79.08% |
$1.58M - $1.92M
|
2.85K
$564K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 8.85% |
$1.61M - $1.95M
|
113K
$22.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12.4K- 13.27% |
$1.82M - $2.22M
|
81.2K
$16.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.7K- 71.11% |
$1.87M - $2.27M
|
5.17K
$1.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-12.8K- 43.01% |
$1.88M - $2.29M
|
17K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13KClosed |
$1.91M - $2.32M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-13KClosed |
$1.91M - $2.32M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$1.95M - $2.37M
|
0
$0
|